The AAII Research Triangle Chapter presents...

"Tax Strategies for Today’s Changing Times"

Discussed by:

Ken MartinSenior Tax Partner, Stancil & Company

Recent changes in tax law make tax planning for individuals more important than ever. During this presentation, we will discuss what the recent tax changes mean for you and will address strategies for individual income tax planning as well as gift and estate tax planning. Ken Martin’s objective will be to simplify the complex tax code and provide strategies that you can use in your individual planning.

Subgroups Investment Income subgroup meets the first Saturday of the month. Portfolio Management subgroup meets the third Saturday of the month. Options subgroup meets the fourth Saturday of the month. No fee to attend. All three meet at 9:30 a.m. at Panera Bread, 7840 Alexander Promenade Place across from Briar Creek Mall. Directions at www.aaiirtp.org.

The American Association of Individual Investors is an independent, non-profit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.